Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ABACUS PLANNING GROUP INC | 01-19-2024 | 12-31-2023 | 203 | 474,242,107 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ETF SER SOLUTIONS | DISTILLATE US | 1 | $59,959,799 | 1,214,499 | 0.01 | 0.01 | 100,355 | 9.01 | 12-31-2023 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 2 | $47,950,881 | 202,137 | 0.01 | 0.01 | 10,990 | 5.75 | 12-31-2023 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 3 | $35,099,131 | 195,028 | 0.01 | 0.01 | 2,631 | 1.37 | 12-31-2023 |
| VANGUARD STAR FDS | VG TL INTL STK F | 4 | $25,546,405 | 440,759 | 0.01 | 0.01 | 6,684 | 1.54 | 12-31-2023 |
